LDRAX Mutual Fund

LDRAX Mutual Fund

NAV$5.43
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Returns Overview

1 Month
-4.61%
3 Months
-7.71%
6 Months
-6.18%
YTD
-6.61%
1 Year
-7.32%
3 Years (annualized)
+2.91%
5 Years (annualized)
-4.82%
10 Years (annualized)
+0.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDRAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Long Credit Index(^BBULCRI)
This Mutual Fund (YTD)
-6.61%
Peer Avg (YTD)
+0.50%
vs Peers
-7.11%

LDRAX Mutual Fund Performance

LDRAX performance across multiple time periods: 1-month -4.61%, YTD -6.61%, 1-year -7.32%, 3-year 2.91%, 5-year -4.82%, 10-year 0.63%.

LDRAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

LDRAX vs another fund shows side-by-side returns. LDRAX alternatives are available in the Mutual Fund Screener.